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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-04 |
Branch Locations
100 Conifer Hill Drive Suite #301, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bennett's Sandwich Shop | Boston | MA | 03/2018 | 08/2019 |
| Whole Foods | Brookline | MA | 08/2019 | 11/2019 |
| Longwood Neuropsychology | Boston | MA | 01/2020 | 12/2020 |
| York County Community College | York | ME | 09/2016 | 08/2018 |
| Emmanuel College | Boston | MA | 09/2018 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 09/2021 |
| Putnam Investments/Putnam Retail Management | Boston | MA | 09/2021 | 12/2023 |
| One Charles Private Wealth | Hingham | MA | 01/2024 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
Fixed insurance sales; Located at100 Conifer Hill Drive Suite #301, Danvers, MA 01923, as of 04/21/2026; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-02 |
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